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Microsoft

5,240 hedge funds and large institutions have $2.22T invested in Microsoft in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 2,458 increasing their positions, 2,217 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,240
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.79%
Holding in Top 10
2,832
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.47%
% of All Funds
40.96%
New
187
Increased
2,458
Reduced
2,217
Closed
95
Calls
$41.7B
Puts
$45.8B
Net Calls
-$4.02B
Net Calls Change
-$6.15B
Name Holding Trade Value Shares
Change
Shares
Change %
CB
4601
Chris Bulman
California
$1.12M +$59K +137 +6%
EAM
4602
Everstar Asset Management
North Carolina
$1.12M +$1.12M +2,607 New
JPLA
4603
Joseph P. Lucia & Associates
New York
$1.12M +$75.7K +176 +7%
KL
4604
KilterHowling LLC
Colorado
$1.12M +$42.2K +98 +4%
DIP
4605
Davis Investment Partners
North Carolina
$1.12M -$83.6K -200 -7%
GCM
4606
Glaxis Capital Management
Florida
$1.12M -$1.72M -4,000 -61%
AI
4607
ArchPoint Investors
Florida
$1.12M +$84.8K +197 +8%
TFM
4608
Trademark Financial Management
Minnesota
$1.11M +$140K +325 +14%
OQS
4609
Occudo Quantitative Strategies
Florida
$1.11M -$4.59M -10,659 -80%
DC
4610
Dorval Corp
Minnesota
$1.11M
IW
4611
Instrumental Wealth
Florida
$1.11M +$86.8K +207 +8%
SCA
4612
Stuart Chaussee & Associates
California
$1.11M
WN
4613
Williams & Novak
California
$1.11M -$99K -230 -8%
ACA
4614
American Capital Advisory
Idaho
$1.11M +$224K +521 +25%
GPW
4615
Gentry Private Wealth
Kansas
$1.11M -$1.29K -3 -0.1%
AFIA
4616
America First Investment Advisors
Nebraska
$1.11M
BWA
4617
Boulder Wealth Advisors
Colorado
$1.11M +$10.8K +25 +1%
APW
4618
Axim Planning & Wealth
Ohio
$1.1M -$5.59K -13 -0.5%
NFW
4619
Noble Family Wealth
Florida
$1.1M
WWM
4620
Wiser Wealth Management
Georgia
$1.1M +$111K +258 +11%
WAG
4621
Windsor Advisory Group
Ohio
$1.1M -$333K -774 -23%
SWA
4622
ShankerValleau Wealth Advisors
Illinois
$1.1M +$557K +1,295 +103%
SWP
4623
ShoreHaven Wealth Partners
New Jersey
$1.1M +$23.2K +54 +2%
SL
4624
Stevard LLC
Illinois
$1.1M -$794K -1,846 -42%
WCM
4625
Wealthcare Capital Management
Virginia
$1.09M +$5.16K +12 +0.5%